See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION8 years Filed as: SYM FINANCIAL Service code 27 · EIN 35-1550787 | Advisory (Plan) | $25,584 |
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $13,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,919 | $94,625-39.8% | $116,228-51.0% | $84,808-32.9% |
| Participation rate | 93.0% | 70.4%+22.6pp | 74.6%+18.5pp | 68.3%+24.7pp |
| Annual return | 20.08% | 20.40%-0.3pp | 90.06%-70.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,162 | $2,347-7.9% | $2,994-27.8% | $2,631-17.8% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $4,953-24.7% | $4,212-11.4% |
| Admin fee / account holder | $406 | $10,091-96.0% | $11,989-96.6% | $7,344-94.5% |